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The signs aren’t great for UK retail going into the Christmas period as John Lewis reported weak department store sales while Primark are suffering from decreased footfall.

Now the latest figures from Kantar Worldpanel show that the overall grocery market is growing at its slowest pace since March 2017 while Tesco’s, Sainsbury’s and Waitrose are continuing to lose market share to Aldi and Lidl.

All of this gloom is having a knock-on effect in other areas as figures from CBRE show that shops, shopping centres and retail parks saw their biggest monthly fall in real estate value since May 2009 – with the exception of the month immediately following the referendum.

Some say that real estate valuations are likely to continue on the downward trend. If they are right, this will start to hit pension funds who invest in retail property.

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Please note this article does not constitute investment advice. Investors are encouraged to do their own research beforehand or consult a professional advisor.

Peter Watson

Peter Watson

Peter Watson founded Seiha Consulting, a career transition consultancy, after working in HR and four recruitment agencies. He was also a stockbroker for 13 years in London and Tokyo, advising some of the world’s biggest financial institutions on European and Japanese stock market investment. He started writing the Daily (previously known as “Watson’s WIFI”) to help candidates prepare for interviews – but soon found that many others wanted to read it as well!

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